RIA Intel›Advisers›California›SAGEVIEW ADVISORY GROUP, LLC

SAGEVIEW ADVISORY GROUP, LLC

Advisory

N·NEWPORT BEACH, CA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM
$238.6B
1-Year AUM Growth
+29.5%
3-Year CAGR
+14.5%
Employees
133
Assets Under Management
Total AUM$238.6B
Discretionary AUM$37.3B
Non-Discretionary AUM$201.3B
Discretionary %15.6%
Total Clients7,497
Team
Total Employees133
Investment Advisers248
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record108
First FilingApr 30, 2005
Latest FilingJan 21, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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